— Know what they know.
Not Investment Advice

ZTRE

F/M 3-Year Investment Grade Corporate Bond Etf
1W: -0.2% 1M: -1.2% 3M: -1.2% YTD: -0.6% 1Y: +3.2%
$50.62
-0.16 (-0.32%)
After Hours: $43.83 (-6.79, -13.41%)
ETF NASDAQ · AUM $151.3M
ETF-Level Metrics
AUM$151M
Holdings
Top 10 Wt—%
Beta0.07
% Profitable—%
Coverage—%
Portfolio Valuation
P/E
P/B
P/S
EV/EBITDA
P/FCF
PEG
Profitability & Returns
Gross Margin—%
Net Margin—%
ROE—%
ROA—%
ROIC—%
Div Yield—%
Leverage & Liquidity
Debt/Equity
Debt/Assets
Net Debt/EBITDA—x
Interest Cov—x
Current Ratio
Quick Ratio
Growth (YoY)
Revenue—%
Net Income—%
EPS—%
FCF—%
EBITDA—%
Rev CAGR 3Y—%
Quality Scores
Piotroski F
Altman Z
IS Quality
IS Overall
IS Value
Median P/E

Sector Breakdown

1 sectors
Sector # Holdings Total Weight % Avg P/E
Other 449 99.7%

Smart Money Overlap

0 holdings with signals
No holdings with active convergence signals
Showing 50 of 449 holdings · Page 1 of 9
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 Cash & Other Cash 1.28% $497,691
2 Ares Management Corp 6.375% 11/10/2028 Private 0.23% $87,835
3 Western Digital Corp 2.85% 02/01/2029 Private 0.23% $87,932
4 Welltower OP LLC 2.05% 01/15/2029 Private 0.23% $87,672
5 Kyndryl Holdings Inc 2.7% 10/15/2028 Private 0.23% $88,131
6 AvalonBay Communities Inc 1.9% 12/01/2028 Private 0.23% $87,913
7 Louisiana-Pacific Corp 3.625% 03/15/2029 Private 0.23% $87,560
8 Chevron USA Inc 4.05% 08/13/2028 Private 0.23% $87,646
9 Intuit Inc 5.125% 09/15/2028 Private 0.23% $87,685
10 Intel Corp 1.6% 08/12/2028 Private 0.23% $88,274
11 Healthpeak OP LLC 2.125% 12/01/2028 Private 0.23% $87,866
12 CTR Partnership LP / CareTrust Capital Corp 3.875% 06/30/2028 Private 0.23% $87,555
13 Bank of Montreal 5.717% 09/25/2028 Private 0.23% $87,593
14 DXC Technology Co 2.375% 09/15/2028 Private 0.23% $87,789
15 Boston Properties LP 4.5% 12/01/2028 Private 0.23% $87,564
16 Union Pacific Corp 3.7% 03/01/2029 Private 0.22% $85,419
17 Tampa Electric Co 4.9% 03/01/2029 Private 0.22% $84,748
18 Southwest Airlines Co 4.375% 11/15/2028 Private 0.22% $86,175
19 SSM Health Care Corp 4.894% 06/01/2028 Private 0.22% $85,450
20 Radian Group Inc 6.2% 05/15/2029 Private 0.22% $85,958
21 Pfizer Inc 3.45% 03/15/2029 Private 0.22% $85,977
22 ONE Gas Inc 5.1% 04/01/2029 Private 0.22% $84,391
23 Norfolk Southern Corp 3.8% 08/01/2028 Private 0.22% $86,618
24 Motorola Solutions Inc 5% 04/15/2029 Private 0.22% $86,087
25 Mattel Inc 3.75% 04/01/2029 Private 0.22% $85,870
26 Eli Lilly & Co 4% 10/15/2028 Private 0.22% $86,578
27 Kimberly-Clark Corp 3.2% 04/25/2029 Private 0.22% $85,875
28 Home Depot Inc/The 3.75% 09/15/2028 Private 0.22% $86,060
29 Georgia Power Co 4% 10/01/2028 Private 0.22% $86,472
30 Fidelity National Information Services Inc 3.75% 05/21/2029 Private 0.22% $87,228
31 Enact Holdings Inc 6.25% 05/28/2029 Private 0.22% $83,829
32 Constellation Brands Inc 4.8% 01/15/2029 Private 0.22% $85,372
33 Chevron Phillips Chemical Co LLC / Chevron Phillips Chemical Co LP 3.7% 06/01/2028 Private 0.22% $87,080
34 Camden Property Trust 4.1% 10/15/2028 Private 0.22% $86,333
35 Broadcom Inc 4% 04/15/2029 Private 0.22% $85,640
36 Baxter International Inc 4.45% 02/15/2029 Private 0.22% $87,246
37 Atlassian Corp 5.25% 05/15/2029 Private 0.22% $86,447
38 Analog Devices Inc 4.25% 06/15/2028 Private 0.22% $86,706
39 Alliant Energy Finance LLC 5.95% 03/30/2029 Private 0.22% $85,666
40 XPO Inc 6.25% 06/01/2028 Private 0.22% $85,481
41 WRKCo Inc 3.9% 06/01/2028 Private 0.22% $87,542
42 UL Solutions Inc 6.5% 10/20/2028 Private 0.22% $84,412
43 T-Mobile USA Inc 4.85% 01/15/2029 Private 0.22% $83,771
44 Southern California Edison Co 5.15% 06/01/2029 Private 0.22% $83,773
45 S&P Global Inc 2.7% 03/01/2029 Private 0.22% $86,513
46 RPM International Inc 4.55% 03/01/2029 Private 0.22% $85,949
47 Revvity Inc 1.9% 09/15/2028 Private 0.22% $87,484
48 Oncor Electric Delivery Co LLC 5.75% 03/15/2029 Private 0.22% $85,815
49 Nordson Corp 5.6% 09/15/2028 Private 0.22% $85,913
50 Mosaic Co/The 4.35% 01/15/2029 Private 0.22% $84,208
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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms